Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oreste? Claim Your ProfileOreste A. Abbamonte is a financial advisor with J.P. Morgan Securities LLC, with over 17 years of experience in the financial services industry. Oreste A. Abbamonte has passed the Series 7, Series 63, Series 65 and SIE exams. Oreste A. Abbamonte is registered to offer investment advice in 23 states and is also registered as a broker-dealer in 23 states. Prior to joining J.P. Morgan Securities LLC, Oreste A. Abbamonte was a financial advisor with Chase Investment Services Corp. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. J.P. Morgan Securities LLC is a large firm with over $50 billion in assets under management and over 262,000 clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
09/23/2013 - Present
J.p. Morgan Securities LLC (EAST MEADOW NY)
NY
06/29/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (EAST MEADOW NY)
NY
06/19/2006 - 06/01/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GARDEN CITY NY)
NY
02/18/2005 - 06/16/2006
NATIONAL SECURITIES CORPORATION (WHITE PLAINS NY)
IA
Issued 06/23/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2005
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Oreste Abbamonte is the right advisor for you? Invested Better is here to help.
